2023-08-31T11:15:53-05:00 2022-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-01-01 593215539 AMERICAN COLLEGE OF ENDOCRINOLOGY INC AMER 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 SCOTT ISSACS TREASURER 9043537878 2023-08-28 1 SCOTT ISSACS 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMER ASSO OF CLINICAL ENDOCRINOLOGY DR S SETHU REDDY 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 11980755 0 X WWW.AACE.COM X 1992 FL OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 19 17 0 20 0 0 4097969 3406179 2554034 3699274 270756 27441 586199 892015 7508958 8024909 4000 5000 0 0 5196901 5787530 0 0 0 3592225 4496059 8793126 10288589 -1284168 -2263680 6652790 6209693 5913986 7797600 738804 -1587907 X OUR MISSION IS ELEVATING THE PRACTICE OF CLINICAL ENDOCRINOLOGY TO IMPROVE GLOBAL HEALTH. 0 0 2397376 2144514 ANNUAL MEETING - CONDUCTED TO PRESENT SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES AND TO CONDUCT BUSINESS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. 577057 SPECIALTY SOCIETIES ADVANCING ADULT IMMUNIZATION - CDC GRANT FUNDED COLLABORATIVE TO ADDRESS HOW SPECIALISTS CAN IMPROVE IMMUNIZATION RATES IN PATIENTS LIVING WITH CHRONIC DISEASE. 509119 INTERNATIONAL PROGRAMMING - BUILD BROADER COMMUNITY AND BRAND AWARENESS THROUGH COLLABORATIONS WITH AACE'S GLOBAL PARTNERS IN LATIN AMERICA, ASIA PACIFIC, INDIA, AND MIDDLE EAST BY PROMOTION AND DISTRIBUTION OF EDUCATION, GUIDELINES, PUBLICATIONS. 4090603 5000 1554760 GUIDELINES AND CONSENSUS STATEMENTS; CARDIOMETABOLIC CONFERENCE; ENDOCRINE PRACTICE; PATIENT JOURNEY 1 - THYROID; OBESITY CONFERENCE; CORPORATE ADVISORY PARTNERSHIP; ONLINE EDUCATION; ENDOCRINE UNIVERSITY YEAR 2; ENDOCRINE UNIVERSITY YEAR 1; DIABETES TECHNOLOGY; AACE CO-MANAGEMENT IN ENDOCRINOLOGY; DEI INITIATIVE; ACCR; SPONSORED DIGITAL CONTENT; COMMUNITY ENGAGEMENT; ACCME ACCREDITATION; OBESITY CONSENSUS PANEL; MANAGING NAFLD AND NASH; CLINICAL CONVERSATIONS; ACTIVATING OBESITY DIAGNOSIS; CGM FOR PRIMARY CARE; CGM CLINICAL INTERPRETATION; SCOPE; AACE MEMBER SURVEY - BONE TECH. 4090603 5000 1554760 7574155 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 34 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 17 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA IL KS KY MA MD MN MI MS NH NJ NM NC NY OH OK OR PA RI SC TN VA WA WV X THOMAS CONWAY 9043537878 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 33.75 3.75 X 0 426130 55465 THOMAS CONWAY CHIEF FINANCIAL OFFICER 33.75 3.75 X 0 246956 32749 COLLEEN NOLAN CHIEF STRAT ALL & GLOB BUSI (TO OCT '22) 33.75 3.75 X 0 231953 32496 PAMELA WOOD CHIEF STRATEGY & ORG DEV OFFICER 33.75 3.75 X 0 233455 28373 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 33.75 3.75 X 0 217860 38119 KAYCE HALSTEAD DIRECTOR OF FINANCE 33.75 3.75 X 0 119948 34472 KATIE MAASSEN DIRECTOR OF MARKETING & ENGAGEMENT 33.75 3.75 X 0 138419 15828 CARLA STEC DIRECTOR OF CLINICAL PRAC GUIDELINES DEV 33.75 3.75 X 0 126907 23160 DIANE ALBERSON DIRECTOR OF EDU DEVELOPMENT 33.75 3.75 X 0 133308 6926 MICHELLE MCNEILLY DIRECTOR OF LIVE & ONLINE LEARNING 33.75 3.75 X 0 129239 6641 S SETHU REDDY MD PRESIDENT 5.00 1.50 X X 0 91666 0 FELICE A CALDARELLA MD PRESIDENT (TO MAY '22) 5.00 1.50 X X 0 42467 0 SUSAN L SAMSON MD PHD VICE PRESIDENT 2.00 1.50 X X 0 12500 0 ELIAS S SIRAJ MD DIRECTOR 1.00 1.00 X 3000 0 0 W TIMOTHY GARVEY MD VICE PRESIDENT (TO MAY '22) 2.00 1.50 X X 0 2083 0 HOWARD M LANDO MD IMMEDIATE PAST PRESIDENT (TO MAY '22) 2.00 1.50 X X 0 0 0 SANDRA L WEBER MD CHANCELLOR (TO MAY '22) 2.00 1.50 X X 0 0 0 SCOTT D ISAACS MD TREASURER 2.00 1.00 X X 0 0 0 DACE L TRENCE MD SECRETARY 2.00 1.00 X X 0 0 0 JOUMANA T CHAIBAN MD TRUSTEE 1.00 1.00 X 0 0 0 RICARDO CORREA MD TRUSTEE 1.00 1.00 X 0 0 0 NAVTIKA R DESAI DO TRUSTEE 1.00 1.00 X 0 0 0 GARY W EDELSON MD TRUSTEE 1.00 1.00 X 0 0 0 LESLIE S ELDEIRY MD TRUSTEE 1.00 1.00 X 0 0 0 GEETHA GOPALAKRISHNAN MD TRUSTEE 1.00 1.00 X 0 0 0 KENNETH E IZUORA MD TRUSTEE 1.00 1.00 X 0 0 0 ARMAND KRIKORIAN MD TRUSTEE 1.00 1.00 X 0 0 0 JANET LEUNG MD TRUSTEE 1.00 1.00 X 0 0 0 MATTHEW J LEVINE MD TRUSTEE 1.00 1.00 X 0 0 0 RACHEL PESSAH-POLLACK MD TRUSTEE (TO MAY '22) 1.00 1.00 X 0 0 0 CHEYRL R ROSENFELD DO TRUSTEE 1.00 1.00 X 0 0 0 ARCHANA R SADHU MD TRUSTEE (FROM JUN '22) 1.00 1.00 X 0 0 0 MELISSA G YOUNG MD TRUSTEE 1.00 1.00 X 0 0 0 SAIF BORGAN MD FELLOW IN TRAINING (TO MAY '22) 1.00 1.00 X 0 0 0 MICHELLE D LUNDHOLM MD FELLOW IN TRAINING (FROM JUN '22) 1.00 1.00 X 0 0 0 3000 2152891 274229 0 0 1 0 FREEMAN 11 CANAL CENTER PLAZA STE 100 ALEXANDRIA VA 22314 EVENT SERVICES 700237 HILTON - SAN DIEGO BAYFRONT 1 PARK BLVD SAN DIEGO CA 92101 EVENT SERVICES 428605 SPARGO 11208 WAPLES MILL RD 112 FAIRFAX VA 22030 EVENT SERVICES 261796 MARITZ GLOBAL EVENTS-AT&L INC 1395 N HWY DR FENTON MO 63099 EVENT SERVICES 229685 THE FRANCE FOUNDATION 84 LYME ST OLD LYME CT 06371 HEALTHCARE CONTINUING EDUCATION 171266 11 3406179 3406179 EXHIBITS 900099 1341625 1341625 REGISTRATION FEES 900099 1233999 1233999 CAP DUES 900099 970000 970000 FACE FEES 900099 153650 153650 3699274 109237 109237 891535 891535 3874050 3955846 -81796 -81796 -81796 480 480 480 8024909 3699274 0 919456 X 5000 5000 1705555 1210955 494600 3214407 2263570 950837 112291 78821 33470 447842 314354 133488 307435 215798 91637 95928 74938 20990 59965 46844 13121 11431 11431 1560862 1217953 342909 298261 295254 3007 191273 142002 49271 400266 200367 199899 341795 170768 171027 1162032 1055667 106365 33142 33142 57693 40421 17272 39936 27980 11956 PR COMMUNICATION 133046 131705 1341 HONORARIA/AWARDS 45370 35519 9851 DUES & SUBSCRIPTIONS 24536 17191 7345 EMPLOYEE RECRUITING/REL 15168 10627 4541 25355 18421 6934 10288589 7574155 2714434 0 461669 145988 91133 44591 135000 460970 94397 154349 6949 6949 0 0 2878120 2523606 2992471 2880189 6652790 6209693 285662 333443 1243887 2005253 4384437 5458904 5913986 7797600 X -547386 -2518482 1286190 930575 738804 -1587907 6652790 6209693 X -2263680 -414839 351808 X 0 1 X 1 0 X 1563295 2076634 1353266 4097969 3406179 12497343 302800 430275 374850 2554034 3699274 7361233 1866095 2506909 1728116 6652003 7105453 19858576 4291 1950 150 400 272 7063 0 4291 1950 150 400 272 7063 19851513 34060 44256 50247 654547 1000772 1783882 34060 44256 50247 654547 1000772 1783882 757 13152 10291 8556 480 33236 1900912 2564317 1788654 7315106 8106705 21675694 0.91580 0.94140 0.08230 0.05250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6949 6949 0 0 ANNUITY PLAN ASSETS 2880189 2880189 ANNUITY PLAN LIABILITIES 3126634 DUE TO AFFILIATE 2332270 5458904 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT AACEC6, AACEC3 AND AACECORP HAVE NOT TAKEN ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. SOUTH AMERICA 0 0 PROGRAM SERVICES BUILD BROADER MEMBER ENGAGEMENT, COMMUNITY AND BRAND AWARENESS THROUGH COLLABORATIONS WITH AACE'S GLOBAL PARTNER IN LATIN AMERICA (LATAM), WITH A SPECIFIC FOCUS IN BRAZIL, BY PROMOTION AND DISTRIBUTION OF EDUCATION, GUIDELINES, NEWSLETTERS, AND PUBLICATIONS. 68000 EAST ASIA AND THE PACIFIC 0 0 INTERNATIONAL PROGRAMMING BUILD BROADER MEMBER ENGAGEMENT, COMMUNITY AND BRAND AWARENESS THROUGH COLLABORATIONS WITH AACE'S GLOBAL PARTNER IN EAST ASIA PACIFIC, WITH A SPECIFIC FOCUS IN SINGAPORE AND PHILIPPINES, BY PROMOTION AND DISTRIBUTION OF EDUCATION, GUIDELINES, NEWSLETTERS, AND PUBLICATIONS. 60000 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS WITH AACE'S GLOBAL PARTNER SPECIFICALLY IN THE MIDDLE EAST NORTH AFRICA (MENA) REGION. 3000 SOUTH ASIA 0 0 PROGRAM SERVICES PRESENTED SCIENTIFIC AND EDUCATIONAL TOPICS TO MEMBERS AND ATTENDEES THROUGH COLLABORATIONS WITH AACE'S GLOBAL PARTNER SPECIFICALLY IN THE INDIAN REGION. 2000 0 0 0 0 0 0 133000 0 133000 0 0 0 0 0 1 PART III ACCOUNTING METHOD: 0 0 0 0 0 0 0 0 0 PAUL A MARKOWSKI CHIEF EXECUTIVE OFFICER 0 390403 0 35727 0 0 0 34646 0 20819 0 481595 0 0 THOMAS CONWAY CHIEF FINANCIAL OFFICER 0 246956 0 0 0 0 0 10247 0 22502 0 279705 0 0 COLLEEN NOLAN CHIEF STRAT ALL & GLOB BUSI (TO OCT 0 231953 0 0 0 0 0 7778 0 24718 0 264449 0 0 PAMELA WOOD CHIEF STRATEGY & ORG DEV OFFICER 0 233455 0 0 0 0 0 9549 0 18824 0 261828 0 0 ELIZABETH LEPKOWSKI CHIEF LEARNING OFFICER 0 217860 0 0 0 0 0 8321 0 29798 0 255979 0 0 KAYCE HALSTEAD DIRECTOR OF FINANCE 0 119948 0 0 0 0 0 5391 0 29081 0 154420 0 0 KATIE MAASSEN DIRECTOR OF MARKETING & ENGAGEMENT 0 138419 0 0 0 0 0 5673 0 10155 0 154247 0 0 CARLA STEC DIRECTOR OF CLINICAL PRAC GUIDELINES 0 126907 0 0 0 0 0 5379 0 17781 0 150067 0 0 SCHEDULE J, PART II: AACE C3 CONDUCTS MANY OF THE PROGRAM ACTIVITIES PREVIOUSLY PERFORMED BY AACE C6. THE PAYROLL FUNCTION CONTINUES TO BE PERFORMED BY AACE C6, AND IS REPORTED ON THIS SCHEDULE. MUCH OF THE COMPENSATION REPORTED HERE IS ALLOCATED TO AACE C3 AND IS REPORTED ON AACE C3'S FORM 990 PART IX, STATEMENT OF FUNCTIONAL EXPENSES. THE COMPENSATION EXPENSE REPORTED ON AACE C6'S FORM 990 PART IX, STATEMENT OF FUNCTIONAL EXPENSES IS REDUCED BY A CORRESPONDING AMOUNT. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS HAVE BEEN AMENDED AND RESTATED TO REFLECT THE FOLLOWING: ALLOWS THAT THE AFFIRMATIVE VOTE OF A MAJORITY OF THE TRUSTEES PRESENT AT ANY MEETING AT WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE BOARD OF TRUSTEES, UNLESS SOME GREATER PERCENTAGE IS STATED BY LAW OR IN THESE BYLAWS. EACH TRUSTEE SHALL HAVE ONE VOTE AND VOTING BY PROXY SHALL NOT BE PERMITTED; CHANGE IN THE COMPOSITION OF THE BOT BY REMOVING VICE PRESIDENT AND CHANCELLOR; CHANGE IN COMMITTEES BY REMOVING AD HOC COMMITTEE; CHANGE BY REMOVING ACE FOUNDATION; CHANGE BY REMOVING FELLOWS, MASTERS AND HONORARY FELLOWS; UNLESS APPROVED BY BOT OR BOARD OF THE MEMBER, NO OFFICER OR TRUSTEE SHALL RECEIVE DIRECTLY OR INDIRECTLY ANY COMPENSATION FOR THEIR SERVICES AS AN OFFICER OR TRUSTEE, EXCEPT EXPENSE INCURRED IN AND ABOUT THE WORK OF THE COLLEGE; CORPORATION MAY INDEMNIFY ANY CURRENT OR FORMER DIRECTORS OR OFFICERS AND PROVIDES INDEMNIFICATION AMOUNTS; BOT MAY PURCHASE INSURANCE FOR ANY DIRECTOR, OFFICER, EMPLOYEE OR OTHER AGENT. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF AACE C3 SHALL BE THE AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS (AACE C6), A FLORIDA, NOT FOR PROFIT, 501(C)(6) CORPORATION, FOCUSED ON ENHANCING THE PRACTICE OF ENDOCRINOLOGY. FORM 990, PART VI, SECTION A, LINE 7A AACE C3'S BOARD OF TRUSTEES SHALL BE THE SAME AS THE BOARD OF DIRECTORS OF AACE C6. THE OFFICERS OF AACE C6 HOLD EQUIVALENT POSITIONS AT AACE C3. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW, WHICH HAS BEEN CHARGED WITH THIS RESPONSIBILITY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C AACE C3 MAINTAINS A COMPREHENSIVE CONFLICT OF INTEREST POLICY, WHICH IS APPLICABLE TO TO ANY AND ALL INDIVIDUALS INVOLVED WITH AACE, INCLUDING BUT NOT LIMITED TO ALL PERSONS WHO PARTICIPATE ON AACE'S BOARDS, LEADERSHIP, COMMITTEES, TASK FORCES, AND STAFF, OR IN ANY VOLUNTEER ACTIVITY, WHETHER OR NOT THE ACTIVITY INCLUDES A STIPEND, IN AN OFFICIAL CAPACITY FOR AACE. ALL COVERED INDIVIDUALS ARE COLLECTIVELY REFERRED TO AS "VOLUNTEERS." A CONFLICT OF INTEREST FORM IS SIGNED ANNUALLY BY EACH MEMBER. MEMBERS WHO HAVE A CONFLICT OF INTEREST ARE REQUIRED TO REPORT IT ON A SPECIFIED FORM WHEN THE CONFLICT HAS ARISEN, IN ADDITION TO THE ANNUAL DISCLOSURE REQUIREMENT. THE CONFLICT OF INTEREST FORMS ARE REVIEWED BY VOLUNTEERS AND COMPARED WITH PUBLICLY AVAILABLE INFORMATION TO DETERMINE ACCURACY. THE PROFESSIONAL STANDARDS COMMITTEE (PSC) WILL WORK WITH STAFF TO ENSURE THAT CONFLICTS ARE MANAGED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE ANNUALLY EVALUATES AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING THE TOTAL COMPENSATION, INCLUDING INCENTIVES AND BENEFITS, PAID TO THE CEO; REVIEW THE AGGREGATE COMPENSATION, INCLUDING INCENTIVES AND BENEFITS, PAID TO ALL AACE C6 EMPLOYEES; EVALUATE STIPENDS, AND OTHER COMPENSATION, PAID TO AACE OFFICERS; REVIEW AACE C3 HONORARIUM POLICY AND MAKE RECOMMENDATIONS REGARDING CHANGES TO EXISTING POLICIES AND COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 804,629. MANAGEMENT AND GENERAL EXPENSES 225,378. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,030,007. CONSULTING FEES: PROGRAM SERVICE EXPENSES 401,377. MANAGEMENT AND GENERAL EXPENSES 112,426. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 513,803. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 11,947. MANAGEMENT AND GENERAL EXPENSES 5,105. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,052. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN 351,808. AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593063956 PROFESSIONAL ASSOCIATION FL 501(C)(6) N/A 0 AACECORP INC 7643 GATE PKWY STE 104-328 JACKSONVILLE FL 32256 593341037 DIGITAL SALES FL N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AACE C6 O 5655780 FMV AACE C6 P 5142381 FMV AACE C6 N 57693 FMV